See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,446 | $88,751-60.1% | $81,812-56.7% | $145,922-75.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.23% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,683 | $3,083-45.4% | $2,912-42.2% | $4,660-63.9% |
| Participant deferral / active EE | $1,075 | $4,643-76.8% | $4,319-75.1% | $6,688-83.9% |
| Admin fee / account holder | $16 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |